Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,475 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.37 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
24,841
shares
|
$11.4 Million
1.27% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
24,840
shares
|
$11.4 Million
8.04% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
24,825
shares
|
$11.4 Million
2.08% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
24,804
shares
|
$11.4 Million
5.58% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
24,800
shares
|
$11.4 Million
3.69% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
24,799
shares
|
$11.4 Million
2.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24,797
shares
|
$11.4 Million
1.47% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
24,797
shares
|
$11.4 Million
4.13% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
24,760
shares
|
$11.3 Million
1.37% of portfolio
|
Q2 2023
Added 14.83%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
24,746
shares
|
$11.3 Million
5.66% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
24,715
shares
|
$11.3 Million
2.1% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
24,713
shares
|
$11.3 Million
7.5% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
24,703
shares
|
$11.3 Million
0.81% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
24,702
shares
|
$11.3 Million
7.56% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
24,700
shares
|
$11.3 Million
2.5% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
24,676
shares
|
$11.3 Million
0.9% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
24,616
shares
|
$11.3 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
24,612
shares
|
$11.3 Million
4.15% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
24,603
shares
|
$11.3 Million
2.21% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
24,595
shares
|
$11.3 Million
2.7% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
24,578
shares
|
$11.3 Million
1.2% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
May 08, 2025 Q1 2025 |
24,563
shares
|
$11.3 Million
5.6% of portfolio
|
Q1 2025
Added 121.69%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
24,555
shares
|
$11.3 Million
3.91% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
24,550
shares
|
$11.2 Million
5.41% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
24,546
shares
|
$11.2 Million
0.85% of portfolio
|
Q1 2025
Added 2.46%
|